See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,329 | $210,648-28.6% | $177,989-15.5% | $145,922+3.0% |
| Participation rate | 90.5% | 80.8%+9.7pp | 77.1%+13.4pp | 80.3%+10.2pp |
| Annual return | 14.96% | 385.86%-370.9pp | 294.48%-279.5pp | 561.29%-546.3pp |
| Employer contribution / active EE | $3,056 | $4,565-33.0% | $3,949-22.6% | $4,660-34.4% |
| Participant deferral / active EE | $6,928 | $6,958-0.4% | $6,276+10.4% | $6,688+3.6% |
| Admin fee / account holder | $4,753 | $12,013-60.4% | $10,363-54.1% | $13,397-64.5% |